Meet Peter Ferrante, CFP®

Senior Vice President – Investment Officer * PIM Portfolio Manager

Peter is a CERTIFIED FINANCIAL PLANNER^TM professional and former practicing Certified Public Accountant. His business experience includes working in both corporate and small business. He had a very strong professional background before becoming a Financial Advisor in 1990.

Active in his local community, Peter is founder/president of the Lake-Geauga Fast Track 50, a premier business recognition program. He is on the board of the Lake County YMCA Central Branch. He's also served on boards for the Lake County United Way, Lake County Stormwater Management District and the Cleveland Ski Club.

Peter and his wife Paris live in Lake County with their two sons. When not shuttling between sons' sporting events, the family enjoys travel, downhill skiing and fishing for perch and bass.

Michelle Stevens, Administrative Assistant

Michelle has worked with Peter for nearly a decade. She understands the importance of time and accuracy. Her certification as a notary public is an advantage in Wachovia Securities' Willoughby office. Michelle and her husband of 32 years, Mark, live in Painesville.

Wachovia Securities is not a tax advisor.